L1s, VCs, and the Bitcoin investments with Rajiv

Описание: Welcome to The Gwart Show! Today, @rajivpoc from @hiFramework joins us. We discuss the L1 trade narrative (“not cooked”), the influx of talented builders entering crypto, and dynamics between VCs and retail investors. Rajiv offers perspectives on Hyperliquid's success, the future of memecoins, and why Bitcoin-based financial products represent a massive opportunity. He also shares his optimistic outlook on washing away "grift" from the space while supporting serious builders with real business models.






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Timestamps:


00:00 Start


00:50 Who is Rajiv?


01:35 Venture capital vibes


04:26 What are builders focused on?


05:54 AI + Crypto = ?


07:51 What's Rajiv's specialty


09:54 Are L1 investments cooked?


13:49 Application development


16:16 Infra vs Apps definitions


19:19 Pump Swap


20:41 Are memecoins done?


22:42 Hyperliquid


27:48 Hyperliquid & VC funding


32:37 Direct investment


36:35 Investment time horizons


40:11 Tokens don't make assets NOT securities


43:46 Long TSLA at 75x leverage LFG


47:21 Where's the trade in stablecoins


49:35 VC gonna get REKT?


57:21 Bleeding value from tokens


1:01:20 Golden age of pump & dump


1:05:48 I WANT TO BELIVE










👋 The Gwart Show is sponsored by Ellipsis Labs. Ellipsis Labs is building Atlas, the blockchain purpose-built for verifiable finance. You may know of Ellipsis Labs by their first product Phoenix, a fully on-chain orderbook DEX that’s done over 50 billion dollars in unincentivized volume. They are one of the strongest teams I know in crypto. If you’re interested in working for a mission-driven company, Ellipsis Labs is hiring engineers passionate about crypto and finance to work on Atlas. You can learn more and apply on Ellipsis Labs’ Twitter “at Ellipsis_Labs”. Don’t forget to check out Atlas too, @atlasxyz on Twitter.






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